Blog | SherpaDesk

MSP Cybersecurity: The Baseline A Small MSP Sells And Runs

Written by Patrick Clements | Nov 9, 2026, 9:57:54 PM

MSP cybersecurity is the security work a managed service provider runs for its clients and for its own business. For a small MSP, that means a written baseline (MFA, patching, tested backups, endpoint and email protection, training, incident response), sold per user, with 24/7 monitoring handed to a specialist.

This guide comes from the team behind SherpaDesk, a helpdesk and professional services automation (PSA) tool a small IT team can run alone.

Key takeaways

  • Sell one baseline and run it as a routine. Each control gets an owner, a cadence, and evidence. See The Baseline
  • A backup you haven't restored is a guess. Agree how much data the client can lose, then test against it. See Backups And DR
  • Buy penetration tests from a specialist. Scan only with written permission. See Testing
  • Price security per user from your own costs. Put exclusions and incident-notice terms in the contract. See Packaging And Pricing

In this series · Running a small MSP

  1. MSP Cybersecurity: The Baseline A Small MSP Sells And Runs
  2. MSP vs MSSP: What Each Does And When You Need Both
  3. Managed Services Pricing: How MSPs Price Their Services In 2026
  4. Managed Services Agreement: What Goes In It, Clause By Clause
  5. Post Incident Review Template For Small IT Teams
  6. What Is A vCIO? Virtual CIO Services For MSPs Explained

What Is MSP Cybersecurity?

It has two sides: the security service you run for clients, and the security of your own business.

Your access to every client makes a cybersecurity MSP a target. CISA's performance goals warn that "adversaries can exploit vulnerabilities by abusing trusted third-party relationships."

Why Security Matters Now For Small MSPs

Verizon's 2026 Data Breach Investigations Report analyzed more than 22,000 breaches across 145 countries.

  • Software vulnerabilities are now the main way in. They started 31% of breaches, more than stolen passwords. The median critical vulnerability took 43 days to fix fully.
  • Partners are part of the attack. Breaches with third-party involvement rose 60% in a year and now make up 48% of all breaches.

CISA's Cybersecurity Performance Goals 2.0 add a goal on MSP risk. It asks clients to "proactively address any security gaps that fall outside the scope of the contract."

The Security Baseline To Sell Every Client

Start with these ten controls drawn from CISA's CPG 2.0 goals. Adapt them to the client's risks.

A security baseline with an owner and a cadence for each control
ControlWhat you runOwner and cadenceEvidence for the client
MFAMFA wherever supported, admin accounts firstYour tech; monthly checkAccounts without MFA, and why
PatchingA due date per patch, known-exploited flaws firstYour tech; weekly reviewOpen patches by age and due date
Asset inventoryA current list of hardware, software, and dataYour tech; monthlyHardware, software, and data inventories with owners
Endpoint protectionSignature and behavior-based malware detectionYour tech; weekly reviewDevices without an active agent
Email authenticationSPF, DKIM, and DMARC at "reject" once senders are verifiedYour tech; at setup, then quarterlyThe DMARC policy for each domain
Inbound email filteringMalware scanning of incoming mailYour tech; weekly reviewWhat was blocked or released
BackupsOffsite and offline copies, recovery tested at least yearlyYour tech; daily job checkThe last restore test record
TrainingTraining before system access, then at least yearlyClient manager; yearlyCompletion, plus a reset-request drill for techs
Access and offboardingLeast privilege, 16+ character passwords, access revoked on exitYou and the client; quarterlyAccounts reviewed and disabled
Incident response planA written plan, exercised regularlyYou and the client; yearly exerciseThe plan and the last exercise date

Triage urgent alerts, such as malware detections or a failed backup, within the response window agreed with the client; NIST says to estimate each incident's severity and urgency. The weekly review covers unresolved work only.

Give each patch a due date from exploitation risk, exposure, and how important the system is. CISA says to use its Known Exploited Vulnerabilities catalog to prioritize, and internet-facing systems go first. Review overdue patches every week. When something can't be fixed, record the exception, the compensating control, and a review date. The work closes when the next scan or report shows it fixed.

Roll out MFA in order: enroll a client admin, test the recovery access, then move users over. Log apps that can't do MFA as dated exceptions.

Before DMARC goes to "reject," list every service that sends mail as the client's domain; the UK's NCSC tightens policy once SPF and DKIM cover them. DMARC doesn't replace filtering for malicious links and attachments.

Backups And A Disaster Recovery Plan That Works

A disaster recovery plan is the written procedure for restoring a client's critical systems after an outage or attack. CISA's backup goal asks for copies stored "offsite and offline," recovery tested "no less than once per year," and integrity checked before any restore. Set test frequency from the client's recovery targets.

The recovery time objective (RTO) is how long a system can stay down "before negatively impacting the organization's mission." The recovery point objective (RPO) is how much data the client can afford to lose, and it sets how often you back up.

  1. List systems by priority

    Rank what the client can't work without, and agree an RTO and RPO for each. Back up license keys and configurations too.

  2. Name who declares a disaster

    Write down who starts the plan, who calls whom, and a backup channel if email is down.

  3. Write one short run sheet per scenario

    Each sheet names a lead, the restore order, and vendor contacts.

  4. Keep a copy you can reach offline

    Name where it is: a printed copy at the client's office and one with your on-call tech. CISA's recovery goal plans for losing internet access.

  5. Test, record, then fix what failed

    Record the recovery time and the age of the recovered data, whether each met the RTO and RPO, and whether the app works. Then book the next test. After a test or an incident, run a post-incident review.

    Common mistake: counting "the backup job succeeded" as a restore test.

Penetration Testing, Scans And Ethical Hackers

CISA asks organizations to "regularly engage third-party cybersecurity experts" for tests such as penetration tests and tabletop exercises, then fix what they find. NIST describes a penetration test as testing in which "evaluators mimic real-world attacks" to find ways around a system's security.

Three ways to test a client's defenses
TestWhat it answersWho runs it
Vulnerability scanWhich known weaknesses are exposed right now?You, on a schedule
Penetration testCan an attacker chain weaknesses and get in?A qualified third party
Tabletop exerciseDoes the team know the incident plan?You and the client, with a scenario

Scans and penetration tests both need written permission and an agreed scope. Ethical hackers also need a way to reach you. CISA asks for a public way to report vulnerabilities and names a security.txt file (RFC 9116) as a common method. Name who reads the reports and who follows up. Publishing it doesn't grant permission to test.

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Secure Your Own Helpdesk And Tools

Your helpdesk is a security risk because your techs reset passwords for client users. A CISA and FBI advisory describes attackers who "posed as employees to convince IT and/or helpdesk staff" to reset passwords and move MFA to a device the attacker controls. Our Ticket Trick post shows another inbox risk.

Write a routine and check it:

  • Verify before any reset. Call back on the number already on file, never one the caller gives you.
  • Use phishing-resistant MFA for techs. The advisory recommends FIDO/WebAuthn or PKI-based MFA, starting with your RMM and admin portals.
  • Keep passwords out of tickets. Store and share credentials through a password manager. Collect only the sensitive details a fix needs, ask users to redact the rest, and limit who can open attachments you keep.
  • Drill it. Once a quarter, stage a spoofed reset request; the tech shows the verification step and the escalation.
  • Review your own techs' access every quarter. CISA suggests quarterly reviews of permissions. Remove client access a tech no longer needs, and revoke everything the day someone leaves, contractors included.

Security For School IT Teams

In a 2026 Center for Internet Security survey of 426 K-12 cybersecurity and tech leaders, 51% of schools and districts reported a cyber incident in the past year. For a cybersecurity MSP that serves districts, the baseline applies, with three school decisions:

  • Train students as well as staff. CISA asks for yearly training for everyone who uses the organization's systems, and training before access for new employees. In a district, count students in.
  • Plan account changes at term boundaries. Disable accounts when students graduate or staff leave, and accounts left unused for a set period.
  • Rank recovery around teaching. Decide which comes back first, the student information system or the learning platform, and how classes run on paper meanwhile.

Public districts may qualify for CISA's no-cost scanning, open to state and local governments and critical infrastructure organizations.

How To Package And Price Security

Put the baseline in every managed services agreement. Sell additional services as named add-ons.

Price per user for your security baseline

$80per user per month

cost ÷ (1 − margin ÷ 100). Your numbers stay in the browser.

Total each client's recurring delivery costs and divide by billed users: licenses and vendor minimums, servers and devices, reporting, false positives, incident coordination, integration fixes. Price one-time deployment as a separate project.

Do
  • Write down what's out of scope and bill it as a project.
  • State how and when you'll notify the client of an incident.
Don't
  • Let each client pick and choose controls.
  • Promise 24/7 response with a three-tech team.

CISA says contracts "should detail how and when MSPs notify the customer of an incident." Our managed services agreement guide shows where that clause goes.

Compliance for regulated clients

Some duties are already yours. If you handle a healthcare client's electronic patient data as a business associate, the HIPAA Security Rule applies to you as well. Readiness work for SOC 2 or CMMC is an optional service you can sell or refer. Either way, identify the obligations with the client's compliance specialist. Assign each control to you or the client in the agreement, keep the evidence, and review it at least yearly.

When To Bring In An MSSP

A cybersecurity MSP doesn't need its own security operations center (SOC). Bring in a managed security service provider (MSSP) or a managed detection and response (MDR) provider when a client needs alerts watched around the clock. Our MSP vs MSSP guide compares them.

Before you sign, settle four questions in writing: who investigates an alert, who can isolate a device, who calls the client, and who responds after hours.

Then put the commitments in the contract: acknowledgment and containment targets, an escalation contact, reporting frequency, and which of monitoring, investigation, containment, recovery, and forensics are included. Buy penetration testing separately unless the contract names it.

Track And Bill Security Work In SherpaDesk

How this works in SherpaDesk

Bill the baseline and turn NinjaOne alerts into tickets

Bill the baseline through a contract with recurring billing and prepaid hours; billing alerts fire as a flat-fee-plus-hourly contract or prepaid pack nears or exceeds its included hours. NinjaOne alert rules create and assign tickets. Device notification emails arrive as Alerts a tech converts to tickets.

Your helpdesk supports SSO with Active Directory, Google, or Office 365, and opt-in 2FA by app or SMS; ask every tech to turn on the app.

A helpdesk and PSA a small IT team can run alone. No contract. No implementation project. No dedicated admin.

Base Camp is $45 per agent per month ($40 billed annually). The first agent is free, forever, so a team of three on Base Camp pays $90 a month ($80 billed annually). The NinjaOne integration needs High Camp, $55 per agent per month ($50 billed annually). The trial is 14 days free with no card.

See SherpaDesk Pricing →

Who this isn't for

MSSPs, buyers looking for a security operations center, and anyone preparing for a HIPAA, CMMC, or SOC 2 audit: those need a specialist. You won't get threat detection or device protection from SherpaDesk. It's a helpdesk and PSA that tracks and bills the security work.

Frequently Asked Questions

What does MSP mean in cybersecurity?

MSP stands for managed service provider, a company that runs a client's IT under an ongoing agreement. A cybersecurity MSP runs security controls such as MFA, patching, and backups. It covers the client's systems and the MSP's own tools and admin accounts.

What are the 5 C's of cyber security?

There's no standard list of "5 C's," and versions online differ, so use a standard framework instead. NIST's Cybersecurity Framework 2.0 uses six functions: Govern, Identify, Protect, Detect, Respond, and Recover. CISA's performance goals use the same six groups, so the baseline above maps onto them.

Should an MSP price security per user or per device?

Follow your costs. One r/msp reply: "Everything billed to you per user goes in a per user package. Everything billed to you per device goes in a per device package." Several replies in that thread priced per user, with separate lines for servers or sites.

How much should an MSP charge for cybersecurity?

Price from your own cost: the tools plus the labor to run them, per user per month, divided by one minus your target margin. A $40 cost at a 50% margin gives $80 per user, as the calculator above shows.

Should a small MSP become an MSSP?

Usually not. 24/7 monitoring needs staff on every shift, which a three- or four-tech team doesn't have. Run the baseline yourself, partner with an MSSP or MDR provider for monitoring, and buy penetration tests separately. See when to bring in an MSSP.

About the author
Patrick Clements Co-founder & CEO, SherpaDesk

Patrick co-founded SherpaDesk and has led it as CEO since 2013. He has worked with IT service providers since 1998, first on network projects for schools and government offices, then on the helpdesk software their technicians use every day.